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Expense Claim Report - By Contact spent with

We need to be able to run a report of historical Expense Claims, by Customer contact in order to see what Expenses were entered for a certain time period. The Expense Claims Detail report does not show anything when I run it. I need the Expense Claim Report to be able to be sorted by our Customers names, not sorted by our employees.

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madeline bardolf shared this idea  ·   ·  Report…  ·  Admin →
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  • Jaimie Halstead commented  ·   ·  Report

    Could the "spent at" field be populated from the contacts or create a new contact?

    I'm sure this worked before the contacts were upgraded a few years ago.

    Please fix this..

  • Emma Ranade commented  ·   ·  Report

    This would be great. Or at least an option to search expense claims by description/supplier.

  • Judith Hayes commented  ·   ·  Report

    I would like the entered receipt added to the Contact Activity. When the receipt is entered into the expense claim it creates a new Contact but does not record the activity in the Contact. Please fix this.